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Alphabet Inc. (GOOG $329.73)
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Aritzia Inc. Subordinate Voting Shares (ATZ $120.46)
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Kraken Robotics Inc. (PNG $8.44)
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Zedcor Inc. (ZDC $6.11)
For an investor with a long-term time horizon, and a moderately high risk tolerance, we would rank as follows (from highest to lowest): GOOG, PNG, ATZ, ZDC.
While we like all of the names, we feel that GOOG has the best moat and the most optionality due to its large cash balance, and long-term history of execution. PNG we feel has one of the more diversified business models out of ATZ and ZDC, and we think it has some of the best secular tailwinds. ATZ has been a strong name with a good management team, and ZDC is solid, but expensive and it has periods of volatility.
Authors of this answer, directors, partners and/or officers of 5i Research and/or affiliated companies have a financial or other interest in GOOG.